LeadConnector + Quickpage
Create new Quickpage contacts when LeadConnector pipeline stages change
Keep your Quickpage contacts up to date without the hassle of manual entry. Whenever the stage of a lead changes inside LeadConnector, this workflow creates a corresponding contact in Quickpage. This ensures quick, efficient maintenance of your contact book, helping you stay organized and on top of your sales game effortlessly.
Keep your Quickpage contacts up to date without the hassle of manual entry. Whenever the stage of a lead changes inside LeadConnector, this workflow creates a corresponding contact in Quickpage. This ensures quick, efficient maintenance of your contact book, helping you stay organized and on top of your sales game effortlessly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Contact
Triggers when there's a new contact.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Page Email Open
Triggers when there's a new page email open.
Try It
